quickly on the citi note, looking at some of the top global stocks because it is an interesting list -- aetna, bhp, china mobile, csx, goldman sachs, google, qualcomm. if we can show people where they see the growth around the world for 2013. it wasn't just a u.s. call. it was a global call. in part this call was an underweight of japan. curiously though, they see the topix in japan rising 25% even though they moved to an underweight rating on the stock. so that's curious. we do have an e-mail in to citi to ask about that, how can you be underweight and see a 25% gain over the next year-plus. >> worried about japanese banks, too many bonds, machine tool numbers out last night. >> and automakers. >> if china shuts its market to japan, the political implications of this new cold war between the two, you're not going to be able to sell in to one of the greatest markets that everybody's hoping for. it is political but the chinese in the end just like they did to google -- the chinese have -- they care passionately about political issues. >> yeah. absolutely they do. >> they trump even money. >> a